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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,989 | $152,591+153.6% | $117,529+229.3% | $134,545+187.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1.19% | 53.04%-51.9pp | 29.77%-28.6pp | 418.37%-417.2pp |
| Employer contribution / active EE | $31,886 | $5,576+471.8% | $4,179+663.0% | $4,742+572.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |